FINANCIAL SERVICES · CASE STUDY

Enterprise Data Agent

A question-answering agent over enterprise data where the hard problems are permissions, business definitions, and proving the answers are right.

context engineeringdata permissionsSQLbusiness definitionsevaluation

The customer problem

A financial services firm wants natural-language access to revenue data. The demo takes a day. The gap between demo and production is everything else: row-level permissions that must hold no matter what the model generates, “revenue” meaning three different things in three departments, and answers that look plausible while being subtly, expensively wrong.

Architecture shape

Queries compile against a governed semantic layer, not raw tables. Permissions filter at the data layer, below the model. Business definitions live in a versioned store injected into context per question. Every answer ships with the query that produced it, and a sampled evaluation loop judges answer-question fit against analyst labels.

The decisions that matter

  • The model never sees data the user cannot. Enforcement in the runtime, not the prompt.
  • Definitions are context engineering. The difference between right and wrong is usually a business rule the model was never told, injected deterministically.
  • Evaluation is the release gate. A judge validated against analyst labels decides whether version B answers better than version A.

Where Course 001 uses this case

Context engineering (Module 08), security and permissions (Module 10), and evaluation (Module 11) ground their scenarios here.